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20130113
20130121
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Search Results 0 to 32 of about 33 (some duplicates have been removed)
being eased up, a very good environment for lending, very solid for housing. i can see a lot more reasons to be positive than negative right now. >> if interest rates went up 100 basis points, you think housing would do as well? >> you think they will go up 100 basis points. >> my point is housing better do good at historically manipulated low rates. i don't see that it's bragging rights here. >> right, right. the minute interest rates going up, where is the blockbuster in housing building taking place, in the midwest or takingce in new york city, new york, the tri-metro area, boston, chicago, where is it taking place because housing in and around the new york metro area is not going off to the races? >> well, you're going to see it across the country. that seems to be what the surveys are showing. now, the latest survey of the national association of home builders suggested things were a little bit flat, but you're going to get rebuilding after hurricane sandy in the northeast, and there are bidding wars in places like phoenix and parts of florida that used to be soaking in exces
to difficult unlearn, toe to speak. >> in this regulatory environment, they have got, to rick. >> i agree, but i think it's going to be nasty every first friday of the month for a while longer. >> all right. >> certainly going to be a lot of volatility. >> thanks, guys. see you later, gentlemen. >> michael fax he's bilingual, no knew. >> try having to say bartiromo every day. a big pair of bank earnings. a preview of american, press and intel. >> let's start win tell, folks. 45 cents, looking $13.5 billion in revenue. that's not what is important. intel couldn't trade on last quarter's numbers. it trades on forward revenue guide as. that's where the problem might be, so they are looking for 14.5 billion in the fourth quarter. the question is what's the guidance going to be, and a lot of people are concerned it's going to be below the current quarter numbers so 12.5 to 13.5 billion a lot of people are looking at. at 12.5 billion or below there's a problem for intel. american express, unfortunately, not a lot of sussense. i think it was the 10th last week when they were standing here. pre-a
that if they really want to create value and send their stocks higher, the best way to do that in this environment may be simply to buy another company. hence, the huge spike in m and a activity in the fourth quarter. i think it's big. this trend continues in 2013, if you ask me. but i don't want just to see more deals. i want them to be the right deals. buy, buy, buy. so for all of the lonely is ceos who i'm sure are sitting on the rooftops singing. ♪ matchmaker make me a match ♪ find me a match make me a perfect match so you can sing, yes i am a rich man to a very plaintive tune. the hottest theme out there, a steaming hot thing, housing. these two combined, business will be an absolute powerhouse. i'm talking about masco and fortune brands home and security. two makers of cabinets, plumbing fixtures and other housing-related products. masco is the largest non commodity supplier to home depot and i should point out that any deal to acquire fortune brands would have to be done later in the year because of arcane tax laws. that's the caveat. still, the timing. we are now witnessing a fabulous hous
of capacity and given the macro environment, given the cannibalization that tablets are doing with the expensive notebooks and the road map that is questionable. >> is there a road map that you see that gets them into the tablet and mobile space in a better way? you look at what is happening to the stock of arm, look at the stock of qualcomm, and these guys are nowhere in the same arena. >> that's a good question. they have the road map to get in. will they have a position of dominance? being the same is not going to be enough, particularly given a lot of oems over many, many years being accustom to them being basically sole source or a dominant proprietary source when you have an alternative where you have a multi source solution, some suppliers that use their processing from a company called arm. so it's going to be very tough. you have to have significant advances for oems to use your product. i don't think they that. >> what does this say about hue yet pack yard? what does this say about the news about dell with a potential buyout? i assume what is happening at intel is ha
was fantastic. this is all about creating an environment where businesses can grow, especially led by manufacturing, and we're going to be exporting the explorer from chicago because of what we've done to improve our competitors in the united states to 94 countries around the world so there's no reason that we can't do this in the united states if we have a laser focus on creating an environment where businesses can grow. liz: good news. as you look over the right shoulder at the sparkly grill, that atlas is something. you know, i look at concept cars, though, alan, as a unicorn. you see them once at auto shows, and then they never really materialize on dealership floors. will we see that car behind you? that truck in some form at dealerships in the future? >> yes, and to your point, liz, the neatest thing over the last six years, we, on every concept car we have had, we wanted to communicate where that design, where that capability was going and where we were taking it so there are concept cars, but they have a clear indication of where we are going to be improving the vehicle. to
to improved market environment. which shows a lot of promise if uncertainty is removed. take a listen. >> $90 billion is sitting there waiting to get into the market. if we see confidence coming through from the political sector, the global economic recovery, this thing has legs. >> guys, barring what they called a terrible quarter in commodities, a lot of things working in their favor. margin goals being met, all that. >> i want to talk about something that david faber said, came on air and said the different stories, there was a lot of chatter on the web, they said the company was in big trouble. you said they were dead wrong. i almost gave him credence on air. i apologized to mr. gorman about that. that was a very good call. you knew that there were rumor amongers that were spreading things that weren't true. >> we were in the mid stl of the european crisis, we're certainly not in the midst of the same crisis. any exposure you had to the sovereigns were seized on. morgan was suffering from that. that was a while back already. >> how did you know it was okay? >> how did i know? >> yeah, how
. there is a market for a luxury car. very comfortable. it also has the added effect of being good for the environment. jeff: this not only has the electric propulsion system, but it has a generator onboard. >> you get to a certain point, the generator will kick in and recharge the battery. you can go for hundreds of miles. jeff: you see all of these folks interested. the concept is electric cadillac. it is pretty exciting to a lot of people. >> there is nobody in the luxury space that can do this right now. we will only make so many for so long. it will be on market in january. jeff: nice. bob ferguson. spent a lot of time in washington. you did a pretty good job. everyone seems to be happy. >> it was tough going for a while, but things are good now. jeff: congratulations on the car. always good to be excited about a new product. this has gm headed in the right direction. next our, pw. dagen: you'll be at the detroit auto show. thank you so much. lance armstrong opening up about doping to oprah. we have reports that the justice department is likely to join a whistleblower lawsuit filed by former team
. they're trying to get a new stadium and they want public funding and this in tax environment, they say the only way to really enhance your value is to leverage this kind of victory if they won the super bowl to get a new stadium, and they're right on the cusp of it. they're having that conversation with it. and they're the only team left that haven't won it. and then you have ray lewis, who was, you know, charged with murder 12 years ago. >> right. >> and now he's like the beacon of respect in the nfl. >> it's -- for me it's hard to get past my preconceived notions. i don't think the ravens belong, i hate to say that, where, you know, i think they're going to have a hard time getting past new england. and i also think atlanta's going to have a hard time getting past san francisco, don't you? >> i think the san francisco, in many ways -- >> did you watch that? >> yeah. they are good. it's funny, they say colin kaepernick and rg three are transforming the game of football. at 180 plus yards rushing. how can you do that for ten years? >> and then i think new england's defense trying to st
make this practical for us and our viewers. how do we make money in this environment? we know where we are, see what the reality is, may not be what you want but the fed is there, providing easy market and that's why this market wants to go nowhere but up except in equities. how do you make money in this market? >> the fed is pushing you into risk assets so that's where you go. you have to keep going while the band is playing, but this is what concerns me is at what point do we get the snap-back? we already started off 2012 with a record amount of money going into high yield. how would you like to buy c-paper and get 5.5% return on it as far as yield goes? >> i would hate to be a portfolio manager in this kind of environment because i don't know how you balance a portfolio in terms of risk. >> i would love to be one, and i think part of it is if you -- you can make money dmest click because stocks are still relatively valued or undervalued based on, you know, the fed's model and other models, a lot of opportunities to pick up stocks that were hit hard during the summer, industrial stoc
to eat off of our meal plan, have to be able to provide a safe environment for the student that they're making those demand from. so, i --. neil: say, you have 25 kids in a class and one has these issues. >> right. neil: for the other 24, everything is turned upside down to accommodate. >> exactly. 25 separate kitchens? it is not plausible. it is not workable. like i said, with other disability as that are recognized by the ada there's a one-time fix. businesses can recognize that someone in a wheelchair would need a ramp. they can build the ramp one time. build an elevator and it is a done deal. how can you do this for 25, 30,000 allergis? these schools have large student populations. it is no the plausible. it is taking it way too far. neil: we'll wat very closely, ladies. thank you in the meantime. forget about apple getting crunched, a real problem, apple is no longer cool? i had enough of feeling embarrassed about my skin. [ designer ] enough of just covering up my moderate to severe plaque psoriasis. i decided enough is enough. ♪ [ spa lady ] i started enbrel. it's clinically
learned to live in this environment. the reality is we have accepted what appears to be kick the can down the street politics. >> neil: what would you and your fellow ceos do and have a credible debt fix, you probably would have a heart attack, but what would you do? >> it would allow us to feel more secure where we're going. we need to know the rules of the game. that is what we're asking for. i think we as citizens and not business people first. the reality is we know the problems, debt and immigration and reality as a nation when we compete against nation states, how are we going to compete if we can't solve these problems? the issue is not the debt ceiling. the issue is the fundamental core problems of the country and the inability of our congressional leaders and our political class to actually solve them. >> neil: how is it that you are home to some of best? >> they are good for you. >> neil: ron shaich, just a message from wall street. okay. did you hear the one about teacher did not like her students and thoughts about a phobia that is now a lawsuit. we're going try this. what do
safety environment. >> reporter: diana jaeger says check-ins are important but she thinks there are better ways to address school safety. >> i would rather see the focus on the anti-bullying and the inclusion and the kindness efforts and the building community interest the inside of the school. >> reporter: from lockdown drills to improving listening skills to learning new crisis strategy. the hope is new layer of protection for our chirp. children. another thing is how to improve communication during a shooting. often schools have code words but police say it's best to be clear and simple and to announce on the pa system there's a gunman on campus. >>> new information on a story we brought you first last night. within the last two hours police released a sketch of the man they say tried to rip a 2-year-old girl out of her mother's arms. kris sanchez joins us from the san jose police department with more on that. kris? >> reporter: hi there, diane. you don't have to be a parent to know the horror this family went through. the mother just spent the last couple of hours here
some time to work through the challenges of the current environment. just that alone is one of the statements in the press release on an earnings day if you say well, it's still going to take some time, there may be other shoes to drop. that's what i imagine is going to happen here. they say it's going to take time to realize their core earnings potential as well as improving returns on asset tangible equity, all of these are critical goals going forward. of course those are goals that they had yet to meet. >> that's the real quite there, down 76 cents. that is the kind of action we're seeing. it is, for this to trade higher today, i don't know. they can explain away as much as they want here but i don't know that, i think people are going to look at it -- and it would seem like you'd say well we didn't bring back as many reserves. then it begs the question, why didn't you bring the reserves back. >> conservative management or is it a situation where they have a much worse portfolio when it comes to the mortgage? those are questions that are going to be asked. there's a conf
, tighter inventory levels number two, and a stable price environment. although the overall economy in the backdrop remains sluggish, we think housing is a bright spot. ashley: one of the critical issues we talk about is the availability of mortgages. do you think we will see a turnaround? we will not go to the mortgage for everyone policy of the olden days, but will we go back to what is considered somewhat normal standard, because they're pretty strict right now. >> that is a great question. it is uncertainty on the political front at washington, d.c., and the status of mortgage reform which is definitely an impediment toward the recovery. but our overall view is that it is so important to get housing back on track and heal the economy that it won't do a thing from a political standpoint to prevent greater accessibility of credit. we are not going back to the good old days, that is something that will not happen. ashley: learned the lesson the hard way. for the home building sector, which stocks do you find particularly attractive right now? >> our best in class are looking for a
and economic story is saying this is not the kind of financial environment that leads to rapid growth. >> interesting. >> okay. >> you tied it in to dell and jpmorgan and everything else. excellent. larry, thank you. >> my pleasure. >> join us tomorrow. "squawk on the street" begins right now. >>> good wednesday morning. welcome to "squawk on the street." i'm melissa lee with carl quintanilla, and jim cramer and david faber at the new york stock exchange. stocks had a pretty nice day yesterday. the s&p closed at five-year highs. we are looking to the down decide this morning. the dow looking to lose about 62 at the open. the picture in europe, a couple of downgrades for gdp forecasts from both the german government and world bank. italy is down by 1.5%. road map this morning starts off with the banks and earnings. jpmorgan higher. goldman sachs at 18-month highs. >> japan airlines grounding their entire dreamliner fleet. >>> dell shares falling this morning after david faber reports that a deal could be announced within two weeks, but at a price of 13.50 or 14 a share, he's got the de
&p are yielding more than the ten-year u.s. treasury, and that type of environment where dividends are going to grow 10% this year, that can be a good backdrop on stocks like ford that developed its dividend last week, lowe's on the home improvement side and dresser injuries and transindustries. >> with all due respect, jpmorgan out yesterday saying that maybe the dividend play is last year's play and maybe now is the time to get into riskier assets in equities because they feel like the economy is going to start to pick up. so you're sticking with the dividend play though? >> i am. for these two reasons. one, bill, the growth of dividends is the story. not the absolute yield. it's the growth in dividends and that can be names like qualcomm, apple, ford is my example. second. when investors look much like 1994 and 1999, when interest rates went higher, the ten-year treasury was yielding, was returning minus 3% for those two calendar years. people will come back to the stock market, but they will come back to the stock market in the safer yield and dividend-growing stories. that is why i thin
. one of the leaders of this market, banks. financials. can that last in this environment? >> i mean look banks have a long way that they fell and they've had a long pathway back to something circa 2006-2007. they sri lankan as a percentage of market gap in the s&p. they are no longer dominant. that's all for the best. we have a much more diversified market. we should. i wouldn't say that the banks need to lead this matter. they've done very well. >> who is going to lead the market? >> i think you'll have a market without leadership but that doesn't mean a market that doesn't go up. you have multiple sectors of strength. technology. be inning to see how amazon does. you have a global economy growing modestly. >> are you worry about apple? >> as a company? no. am i concerned about apple as a stock at 500, i will be glad if we talked less about apple. it's one company amongst many. anybody in silicon valley has to be worried about the fact that their franchise is of extremely short duration. >> boeing. this boeing story is creeping up, getting worse on a daily basis. would you get rid
rate environment is very tough for them. you want to be cautious going into earnings. sandra: i told everybody you would be naming names. stock your portfolios with what you suggest here. you're calling for three of the 11 regional names to beat expectations. which three? >> well that would be mtb u.s. bank and fifth third and we think they are all in a position because of their mix of earnings, a lot of fee income because of merger in the case of mtb. those are ones where you could see them buck this trend of overall pressure on earnings. we think those are the places to be and they're high quality names. sandra: i want to tell everybody, m & t reporting this week on wednesday, fifth third is reporting on thursday. those are where you're calling for beats. six of them you are predicting of regional banks will miss expectations which six? >> we have a number of them. in fact it will be more than six. it will be across the board. we look at a keycorp and pnc, some of the other names where the net interest margin pressure because of a flat curve, much like wells fargo, even if they mak
are building on the money center banks. i actually feel the environment is still tough, maybe getting more friendlives can i ask you about the rally we've had generally? it's notable that goldman sachs has outperformed both the ac and citi with an 18% rise in the stock over the last month. today, of course, you downgraded goldman sachs in the light of that move. where are you on the sort of share price movement that is we might see in those three and oats moves forward? >> to see additional up side in a broker dealing, you have to see the economy get better. that could happen. i'm hoping it will happened. i'm just not sure if this is the time to put new money into goldman sachs, if we're sure not sure that will play its way out. it's just a matter of, how long does it take for the uncertainty to get out of the way, so companies can get back to making acquisitions. >> jeff, do people give you a hard time when you cut the ratings and yet boost the price targets? that gets made fun of a lot. >> yeah, we do get some for it. the price target increase, it's very form layically driven. what our p
struck a down beat note warning that the global environment would remain challenging. let's take a look at shares. they are trading up nearly 4% in trade in london, up better than 7% in the last seven days. what's interesting, too, this is a company that last year just in talking about chinese sales saw shares get walked. >> after a really big run. there was a lot built into expectation owes that. >> this time, investors seemed happy about beating the last time. >> meantime, the 2% drop for same-store sales for h&m showed total sales up 8% last month, outperforming stims estimates. >>> coming up, we'll take a closer look at burberry with. >> inny carlisle, joining out at so is 10:45 a.m. central european time. set your alarm clock. >> something even more important is going on. for all of those who like a strong pint of bitter, the british beermaker has announced that it is reducing the alcohol content in its ale because of rising costs and lower demand. apparently watered down beer allows the parent company, heineken, to pay a lower rate of duty. so they're going to reduce the alcohol c
a catastrophic event and when these things happen, you need to look at policy and adapt to the environment. the important thing is to find a couple of items and be for it rather than saying we are against everything. backing the nra position which is more guns in schools. that is not a republican position. that would cost $5 billion to do. >> par do get republican support here on back ground checks. 87% of democrats and a lot of republicans support that. a lot on news controls and 38% democrats. you go beyond that and almost every other issue and the assault weapons ban. the semi automatic weapons and sales on the clips. a minority of republicans support all those issues. >> the items listed on that list and things that the republicans are talking about. they have nothing to do with the second amendment and my point is don't wait for the democrats to come out and respond to it. they have a republican plan and we both live on planet earth here. >> politically speaking, what would happen. >> the republican from texas stands up and said okay, let's support these gun control issues. >> i think
but the politicians in washington who created this hostile environment. rather than talking gun education they are touting guns are bad and the people that own them are bad people. stuart: when you were outed as someone who is bad because you got a gun. >> i am not a sexual predator, not a felon but i am on this list like a felon or sexual predator would be on and you have to be extra cautious. coming back to gun laws the national debate washington about background checks, westchester county a pistol permit, 60 day waiting period co. a written tests, take classes, i did everything. these are the most responsible gun owners in the country and it was locked up because those guys are responsible gun owners who couldn't get to the gun. stuart: always a pleasure. you come back and see us and see how this plays out. thank you. the highlight reel is next. tdd# 1-800-345-2550 you should've seen me today. tdd# 1-800-345-2550 when the spx crossed above its 50-day moving average, tdd# 1-800-345-2550 i saw the trend. tdd# 1-800-345-2550 it looked really strong. tdd# 1-800-345-2550 and i jumped right
returns, what you're telling clients for the next three to five years? >> in this environment, we're actually asking our clients to think about three things. first we're going to have low interest rates for awhile. so they need to adjust their expected returns. so in a low interest rate environment we're going to have lower returns across all asset classes. second, we're telling our clients that as they think about the lower returns in the context of their portfolios, they also need to recognize that we are going to have volatility from incremental policy on a global basis. whether it's in the u.s., europe, japan or emerging market countries. we are expecting that policy, whether it's monetary policy adjustments, fiscal policy, it will all be incremental. and that will create market pressure because it won't be at a pace that the markets would like to see. so that will introduce volatility. and it's not something our clients should try to trace. they should look over the horizon and invest for the long run. >> looking at the long run, three to five-year term outlook if you look at
's the agenda. >> one what are the things you think you can do in this environment? by the way, i talked to bankers who say, you know what, i don't know if anyone's going to trust us. first of all i'm not sure anyone did historically trusted banks. >> agreed. >> and that it may never get that much better until, frankly, the economy gets better and the unemployment picture gets better. >> i would sake exception with never. i think there have been times in the past when the banker was your friend. you knew you could go down and get a loan if you needed to buy a house. you didn't worry about whether you could qualify. you worried about, you know, what house you wanted to buy. those are the types we need to get back. to frankly, banking's only one part of the financial services industry. this is a very broad, very wide industry. markets are driven based on people's confidence in their future, their willingness to invest in something they think has a better future than the current times. so earning that confidence. you know, financial advisers in our industry, professionals who work with indi
: not on share part. they take advantage of the environment put out there. >> not some brilliant business acumen going into this. that being said, jamie dimon run as very profitable bank. if you think about it, put london whale in perspective. i have never been a very big story. people screwing up and going nuts afterwards. lori: we're informed nonetheless. thank you. melissa: charlie, thanks so much. the dawn of the ice age, what will the intercontinental exchange deal for euro nyse be for trading? lori: federal reserve chairman ben bernanke's term set to expire next year. speculation is mounting who could take over. lou dobbs narrows the field for us next. ♪ . [ male announcer ] this is joe woods' first day of work. and his new boss told him twongs -- cook what you love, and save your money. joe doesn't know it yet, but he'll wk his way up from busser to waiter to chef before opening a restaurant specializing in fish and me from the great northwest. he'll start investing early, he'll find some good people to help guide him, nd he'll set money aside from his first day of work to his la, which
is going to keep giving or taking. the environment we live in is still conducive to be la tij jous because no one can make any money. carl, back to you. >> rick, we'll talk to you in a bit. rick santelli. >>> goldman is making waves with its bonus payouts. mary thompson has a flash. >> the company confirming that goldman has decided not to delay the bonus payments until april which would have allowed the bonuses to be taxed at a lower rate. goldman sachs' stock is slightly higher, about three-quarters of a percent. those payments originally due here in the u.s. in 2013 but the company, again, accelerated those payments into 2012 to take advantage of lower tax rates. again, the uk says -- someone close to the company saying that after some consideration, it will not be delaying bonus payments there to take advantage of lower rates. back to you. >> yeah, not the only bank where compensation is in the news. thank you, mary. >>> a few minutes left in europe's trading days. simon hobbs in less than 60 seconds. and i jumped right on it. tdd# 1-800-345-2550 tdd# 1-800-345-2550 since i've switched
proportionally because it was a real working-class environment which i grew up. so you didn't have mounds of food on your plate. and there were no snacks in our house. we didn't have potato chips or cookies. my mother would bake cookies once a week and then you'd have them as a treat. it was a whole different eating plan even though we were knocking back cokes all day long. >> with all due respect, i've heard this from joe, that's great that you ran all day. wonderful. that about the kids over the past 10, 20, 30 years who drank five cokes a day and didn't do that. >> is that coke's fault? that's the question. >> actually, it's part of a bigger problem just like the gun debate, okay? >> look, i have friends at coca-cola and friends at most of the soft drink companies. i think you've got to give them credit for at least putting this out there and saying obesity is an issue in america, and calories do count, and we're now talking about it as a result of them doing that. and it probably will generate some kind of a dialogue. >> i'll give them credit skeptically because i think they're covering thems
Search Results 0 to 32 of about 33 (some duplicates have been removed)